Gladstone Institutional Advisory’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Gladstone Institutional Advisory’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	20,553 -222	-1%	-$13.6K	0.04%	360
2026 Q1	$1.14M	Buy	+20,775	New	+$1.2M	0.04%	351
2021 Q2	–	Sell	-24,012	Closed	-$1.2M	–	532
2021 Q1	$1.2M	Buy	24,012 +6,552	+38%	+$349K	0.19%	121
2020 Q4	$883K	Buy	+17,460	New	+$791K	0.18%	114

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gladstone Institutional Advisory's ISCG Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 1.1% in Q2 2026, selling an estimated $13.6K and leaving 20,553 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #360.

Gladstone Institutional Advisory first reported a position in ISCG in Q4 2020 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Gladstone Institutional Advisory held 20,553 shares of iShares Morningstar Small-Cap Growth ETF worth $1.35M as of Q2 2026.
Gladstone Institutional Advisory sold 222 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $13.6K.
iShares Morningstar Small-Cap Growth ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #360 holding.
Gladstone Institutional Advisory first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 4 quarters since.
166 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.